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Guardian Wealth Advisors (North Carolina)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.07M Buy
75,380
+2,124
+3% +$165K 0.34% 50
2026
Q1 		$5.26M Buy
73,256
+48
+0.1% +$3.57K 0.33% 52
2025
Q4 		$5.31M Buy
73,208
+1,436
+2% +$104K 0.33% 52
2025
Q3 		$5.28M Sell
71,772
-848
-1% -$60.9K 0.34% 49
2025
Q2 		$5.08M Buy
72,620
+7,928
+12% +$520K 0.36% 49
2025
Q1 		$4.18M Buy
64,692
+3,980
+7% +$267K 0.33% 48
2024
Q4 		$4.01M Sell
60,712
-736
-1% -$50K 0.32% 51
2024
Q3 		$4.05M Buy
61,448
+2,152
+4% +$135K 0.43% 38
2024
Q2 		$3.59M Buy
59,296
+420
+0.7% +$25.5K 0.42% 37
2024
Q1 		$3.68M Buy
58,876
+4,292
+8% +$254K 0.45% 36
2023
Q4 		$3.17M Buy
54,584
+4,016
+8% +$215K 0.48% 33
2023
Q3 		$2.63M Buy
50,568
+2,216
+5% +$122K 0.45% 35
2023
Q2 		$2.66M Buy
48,352
+18,392
+61% +$964K 0.46% 27
2023
Q1 		$1.58M Buy
29,960
+568
+2% +$30.2K 0.28% 47
2022
Q4 		$1.5M Buy
29,392
+836
+3% +$42.6K 0.29% 44
2022
Q3 		$1.34M Buy
28,556
+1,856
+7% +$97K 0.25% 48
2022
Q2 		$1.31M Buy
26,700
+2,572
+11% +$139K 0.24% 46
2022
Q1 		$1.44M Sell
24,128
-6,744
-22% -$396K 0.62% 34
2021
Q4 		$1.97M Buy
+30,872
New +$1.94M 0.85% 26

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q2 2026, buying an estimated $165K and bringing the position to 75,380 shares worth $6.07M. The position accounts for 0.34% of the portfolio, ranked #50.

Guardian Wealth Advisors (North Carolina) first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,493 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 75,380 shares of Vanguard Morningstar Mid-Cap ETF worth $6.07M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 2,124 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.34% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #50 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,493 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.